WD Wealth Management Ltd
Company

WD Wealth Management Ltd

Financial Services Ayr, South Ayrshire, United Kingdom 8 employees
Employees
8
Contacts
2
Emails
2

WD Wealth Management Ltd Overview

Headquarters
Ayr, South Ayrshire, United Kingdom
Website
wdwealth.co.uk
Industry
Financial Services
Employees
8
Founded
2015
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About WD Wealth Management Ltd

At WD Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management we provide bespoke wealth management solutions to both private and corporate clients. We cover all aspects of financial advice including, investment planning, retirement planning, tax planning as well as personal and business protection. We pride ourselves on building strong, long-lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives. Our aim is to identify your financial priorities and objectives and then develop a strategy around this to meet your individual needs. Full details of the services we provide are detailed on our website. WD Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/04/2025

WD Wealth Management Ltd Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

WD Wealth Management Ltd Org Chart

Sample employees and titles
Name Title Contact
Caroline Sutherland Client Servicing Specialist at Wd
View
David Rowson Dip Pfs Financial Adviser at Wd Wealth
Email
Kerry Mccrindle Administrator at Wd Wealth Management
Email
Caitlin Mccleneghen Technical Specialist at Wd Wealth
View

Employees by Management Level

Individual contributor 4 profiles

Compare Similar Companies to WD Wealth Management Ltd